Microsoft FY24 Q1 Earnings - (Software up 13%, Hardware down 7%, Best Q1/Non-Holiday Quarter for Xbox)

[ToddBonzalez]

Sony doesn't want gamepass on PlayStation. They were hesitant to even allow ea's service on it. That's even more straightforward.

COD is not Starfield. And they've shown in years past they're willing to keep games on multiple systems where it makes sense…like Minecraft.

It's extremely frustrating to see this board be so in tune with everything in the industry yet continuously seem so baffled by their strategy. Even after years and years of seeing it.

Microsoft is not leaving the hardware industry. They're motto is you can play Xbox games where gamepass is available. And it makes absolutely no sense to try and get PlayStation. They do not need them to succeed in business.

Click to shrink...

Yes, I'm not suggesting that they dip out of the hardware business. It doesn't make sense and there's nothing suggesting that would be on the table. It's just interesting to me that they like to extoll the ability to play Microsoft games without an Xbox console and, in fact, feature their 2 most popular products on PlayStation and Nintendo (Minecraft and CoD). While other games go in a separate "Xbox/PC only" bucket.

Why not go all-in on the "play anywhere" thing and have all games available on all platforms (when possible, some games may not run on Nintendo's hardware), or, conversely, take the opposite strategy and try harder to push people into owning an Xbox. It seems like they have one foot in each strategy...maybe that's the point? I dunno.

I know Game Pass isn't coming to PlayStation or Nintendo, but why not pick up the full-priced sales there from folks who simply will not buy an Xbox console and/or subscribe to Game Pass for any number of reasons.

 

[Amargeddon]

Why? Hardware is a loss leader and they're able to increase gaming and services revenue without it. By putting Xbox on everything, you don't need to sell as many boxes with "Xbox" written on them. How is that not the end goal?

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Then why don't they just release on Playstation as well?

 

[NinjaScooter]

If Microsoft put its games on PSN alongside Game Pass, Sony would absolutely allow it.

Sony would want Microsoft to follow the same rules as any other 3rd party on the platform. But Xbox doesn't want Sony taking a cut of their sales and Game Pass subs.

It's really that simple.

Click to shrink...

the issue would be that GamePass includes a ton of third party titles that Sony sells on their own storefront.

And like with the discussions from a few years back when people were so certain GP was coming to Switch, I doubt MS is interested in creating some console special version of GamePass that includes only their first party titles to appease Sony and/or Nintendo.

 

[vixolus]

Yes, I'm not suggesting that they dip out of the hardware business. It doesn't make sense and there's nothing suggesting that would be on the table. It's just interesting to me that they like to extoll the ability to play Microsoft games without an Xbox console and, in fact, feature their 2 most popular products on PlayStation and Nintendo (Minecraft and CoD). While other games go in a separate "Xbox/PC only" bucket.

Why not go all-in on the "play anywhere" thing and have all games available on all platforms (when possible, some games may not run on Nintendo's hardware), or try harder to push people into owning an Xbox. It seems like they have one foot in each strategy...maybe that's the point? I dunno.

I know Game Pass isn't coming to PlayStation or Nintendo, but why not pick up the full-priced sales there from folks who simply will not subscribe to Game Pass for any number of reasons.

Click to shrink...

I am sure Play Anywhere will extend as part of their Universal Store initiative, should the EU regulations to allow for sideloading apps/stores becomes a thing for iOS and all that.

 

[808s & Villainy]

Sony doesn't want gamepass on PlayStation. They were hesitant to even allow ea's service on it. That's even more straightforward.

COD is not Starfield. And they've shown in years past they're willing to keep games on multiple systems where it makes sense…like Minecraft.

It's extremely frustrating to see this board be so in tune with everything in the industry yet continuously seem so baffled by their strategy. Even after years and years of seeing it.

Microsoft is not leaving the hardware industry. They're motto is you can play Xbox games where gamepass is available. And it makes absolutely no sense to try and get PlayStation. They do not need them to succeed in business.

Click to shrink...

They either need to
1. convince people to get GamePass on non-Xbox devices or
2. fix their declining Xbox HW issues

Or eventually all they're going to have is software growth simply via the large number of publishers they have the multiplatform games. At some point they'll reach a saturation point for GP on Xbox if the HW sales are slowing down.

 

[JusDoIt]

the issue would be that GamePass includes a ton of third party titles that Sony sells on their own storefront.

And like with the discussions from a few years back when people were so certain GP was coming to Switch, I doubt MS is interested in creating some console special version of GamePass that includes only their first party titles to appease Sony and/or Nintendo.

Click to shrink...

true

 

[vixolus]

Nadella on Gaming:

- Delighted to close the acquistion of ABK. Will advance their goal of bringing games to everyone on any endpoint.
- Set record of Game Pass hours played this quarter.
- More than 11M players of Starfield. Nearly half of hours were on PC. Most subscribers added to Game Pass in a single day, ever.
- Minecraft sold >300M copies now.
- 13 $1B+ franchises now with Candy Crush, Diablo, Halo, Warcraft, Gears of War, Elder Scrolls, etc.
- One of the strongest holiday first-party lineup ever incoming with COD:MW3, Forza Motorsport, etc.

 

[The Lord of Cereal]

Earnings call just said that 11 million people have played Starfield, and that the nearly half of the hours played have been on PC, and on top of that that the launch of Starfield set the record for highest number of Game Pass subs added in a single day

 

[poklane]

Yes, I'm not suggesting that they dip out of the hardware business. It doesn't make sense and there's nothing suggesting that would be on the table. It's just interesting to me that they like to extoll the ability to play Microsoft games without an Xbox console and, in fact, feature their 2 most popular products on PlayStation and Nintendo (Minecraft and CoD). While other games go in a separate "Xbox/PC only" bucket.

Why not go all-in on the "play anywhere" thing and have all games available on all platforms (when possible, some games may not run on Nintendo's hardware), or, conversely, take the opposite strategy and try harder to push people into owning an Xbox. It seems like they have one foot in each strategy...maybe that's the point? I dunno.

I know Game Pass isn't coming to PlayStation or Nintendo, but why not pick up the full-priced sales there from folks who simply will not subscribe to Game Pass for any number of reasons.

Click to shrink...

Probably because that would significantly harm hardware sales, which in turns harms 3rd party sales and so on on Xbox. If Microsoft were to put all their games on PlayStation consoles, then Xbox consoles would basically just be a Game Pass machines. Not interested in Game Pass? Then there'd be no good reason to get a Xbox, just get a PC if you're interested in that or if you insist on a console get a PlayStation so you can play both Microsoft's and Sony's content.

 

[bitcloudrzr]

These are some interesting results.



Alrighty then....

Click to shrink...

 

[reksveks]

Nothing too interesting in the call re gaming

 

[AmFreak]

Xbox hardware being down 7% in a Starfield quarter is a real head scratcher.

Click to shrink...

Nothing as overhyped as the effect on sales by known entities announced for years. I still remember everyone expected NPD sales to explode in the GTA 4 launch month - one of the most expected game of all times, hype was completly through the roof. The result was that PS360 sales where actually down month to month, despite it selling 2.85m in the launch NPD month in the US. The reason is that people don't wait months to buy something they know they will buy anyway. On top of that Starfield also underwhelmed with a 83% MC score. What's also never factored in is that the XBox profited from the PS5 scarcity, so sales were higher last year than what they would have been under normal conditions.

 

[ToddBonzalez]

Probably because that would significantly harm hardware sales, which in turns harms 3rd party sales and so on on Xbox. If Microsoft were to put all their games on PlayStation consoles, then Xbox consoles would basically just be a Game Pass machines. Not interested in Game Pass? Then there'd be no good reason to get a Xbox, just get a PC if you're interested in that or if you insist on a console get a PlayStation so you can play both Microsoft's and Sony's content.

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Yes, that's true. The thing I'm getting at is that I don't understand how important the hardware portion of the business is to Microsoft. If it's not that important, why not have the Xbox console simply be the Game Pass box and drive up software sales by putting your games on other platforms? If the hardware component is important, why not make everything exclusive to drive up hardware sales?

The in-between approach they're currently taking is odd to me, but maybe I'm just missing something.

 

[Fisty]

Damn, feels like the hardware isn't going to be salvaged regardless of exclusives if Starfield can't move units. Doesn't seem like ABK will change that if Bethesda can't. MS might be raking in the dough on PC but they really kneecapped their hardware growth this gen

 

[Theorry]

View: https://x.com/welfare_jbp/status/1716913399836315801?s=46

 

[Jiraiya]

Well it's a baffling strategy to buy a ton of studios, talk about software is so much more important to you, and then keep all that software on a console that is struggling hard even with a budget entry level option.

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"Keeping it on a console "

Luckily they're blatantly not doing that.

If Microsoft put its games on PSN alongside Game Pass, Sony would absolutely allow it.

Sony would want Microsoft to follow the same rules as any other 3rd party on the platform. But Xbox doesn't want Sony taking a cut of their sales and Game Pass subs.

It's really that simple.

Click to shrink...

Oh…so irrelevant then? Cause gamepass isn't just 1st party.

Yes, I'm not suggesting that they dip out of the hardware business. It doesn't make sense and there's nothing suggesting that would be on the table. It's just interesting to me that they like to extoll the ability to play Microsoft games without an Xbox console and, in fact, feature their 2 most popular products on PlayStation and Nintendo (Minecraft and CoD). While other games go in a separate "Xbox/PC only" bucket.

Why not go all-in on the "play anywhere" thing and have all games available on all platforms (when possible, some games may not run on Nintendo's hardware), or, conversely, take the opposite strategy and try harder to push people into owning an Xbox. It seems like they have one foot in each strategy...maybe that's the point? I dunno.

I know Game Pass isn't coming to PlayStation or Nintendo, but why not pick up the full-priced sales there from folks who simply will not buy an Xbox console and/or subscribe to Game Pass for any number of reasons.

Click to shrink...

"Why not go all in on play anywhere"

They're not 3rd party Todd. It's really evident they have the ip/studios to do both exclusives and getting max revenue out of big games like COD and Minecraft.

They either need to
1. convince people to get GamePass on non-Xbox devices or
2. fix their declining Xbox HW issues

Or eventually all they're going to have is software growth simply via the large number of publishers they have the multiplatform games. At some point they'll reach a saturation point for GP on Xbox if the HW sales are slowing down.

Click to shrink...

"Non xbox devices"

Like tvs, pc and mobile?

"Fix their declining xbox hardware issues"

What's fix? Be in line with PlayStation and Nintendo? Probably not gonna happen. But we've no idea what their saturation point is yet.

 

[Desfrog]

Nadella on Gaming:

- Delighted to close the acquistion of ABK. Will advance their goal of bringing games to everyone on any endpoint.
- Set record of Game Pass hours played this quarter.
- More than 11M players of Starfield. Nearly half of hours were on PC. Most subscribers added to Game Pass in a single day, ever.
- Minecraft sold >300M copies now.
- 13 $1B+ franchises now with Candy Crush, Diablo, Halo, Warcraft, Gears of War, Elder Scrolls, etc.
- One of the strongest holiday first-party lineup ever incoming with COD:MW3, Forza Motorsport, etc.

Click to shrink...

I'm surprised by ~11 million players for SF given they hit 10 million over a month ago.

 

[NinjaScooter]

Yes, that's true. The thing I'm getting at is that I don't understand how important the hardware portion of the business is to Microsoft. If it's not that important, why not have Xbox simply be the Game Pass box and drive up software sales by putting your games on other platforms? If the hardware component is important, why not make everything exclusive to drive up hardware sales?

Click to shrink...

They still have a huge financial interest in making sure people buy Xboxes, even if they'll never sell as many as Playstation or Nintendo, because of how much they make on services. Having tens of millions of people that not only buy Xboxes for GamePass, but also the place where they play Fortnite, and Madden and EA FC and NBA 2K, ect... is still a big part of their business. Same with Sony. Revenue from third party game sales and MTX is big for them. They still have a vested interest in getting people to choose an Xbox over a Playstation, which is why things like Starfield are console exclusive.

 

[vixolus]

Amy Hood:
- Revenue up ahead of expectations due to stronger than expected growth in Game Pass subscriptions and first-party content primarily from the Starfield launch.

 

[Deleted member 158819]

"Keeping it on a console "

Luckily they're blatantly not doing that.

Click to shrink...

They're releasing first party (not COD/MC) on another console?

 

[Theorry]

Amy Hood:
- Revenue up ahead of expectations due to stronger than expected growth in Game Pass subscriptions and first-party content primarily from the Starfield launch.

Click to shrink...

Well well

 

[The Dave]

The continued hardware slide is an Xbox problem, Spencer has repeatedly said as much. Revenue is at an all time high but we have no idea what they're spending to bring in that revenue. People thought Starfield would stem the bleeding with their hardware sales and it doesn't seem to have done that, but has done well enough on PC that their overall numbers still appear to be solid. Things could be worse but they could be a lot better.

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Nobody thought that for Starfield and neither did MS. Right now the brand is relaunching, it's going to take time and even MS know this. Yet still doom and gloom arguments which are ridiculous

 

[vernacherMV]

If console sales don't matter or matter as much, I guess it would be cool if devs begin to prioritize certain consoles over others in dev time, resources, optimization, etc. Although I'm gonna assume that already is happening to some degree.

 

[ToddBonzalez]

They still have a huge financial interest in making sure people buy Xboxes, even if they'll never sell as many as Playstation or Nintendo, because of how much they make on services. Having tens of millions of people that not only buy Xboxes for GamePass, but also the place where they play Fortnite, and Madden and EA FC and NBA 2K, ect... is still a big part of their business. Same with Sony. Revenue from third party game sales and MTX is big for them. They still have a vested interest in getting people to choose an Xbox over a Playstation, which is why things like Starfield are console exclusive.

Click to shrink...

That makes sense. Why not make CoD and Minecraft exclusive too? Those are their 2 heaviest hitters and would drive Xbox console sales a hell of a lot more than Hi Fi Rush, Redfall, etc. Would it simply piss people off too much and they worry it would poison the brand?

 

[poklane]

Yes, that's true. The thing I'm getting at is that I don't understand how important the hardware portion of the business is to Microsoft. If it's not that important, why not have Xbox simply be the Game Pass box and drive up software sales by putting your games on other platforms? If the hardware component is important, why not make everything exclusive to drive up hardware sales?

The in-between approach they're currently taking is odd to me, but maybe I'm just missing something.

Click to shrink...

I think it's just that they're not making Minecraft exclusive because despite it being huge making it exclusive probably would shift little to no hardware. It runs on a potato anyway so everyone already has a device it runs on, and I don't think many children would buy a Xbox console for it. I like to compare it to Roblox which was on Xbox since November 2015 and only came to PlayStation 2 weeks ago, and yet there's never been any reason to believe it was a system seller for Microsoft.

As for CoD, I understand not making it exclusive in the middle of the generation because in those 3 to 4 years plenty of people have already bough a PlayStation for it and you're probably more likely to lose a lot of those people than have them switch in the middle of the generation. As to why they're not making it exclusive come 2027/28 when we'll likely get new consoles, I think Microsoft is just comfortable farming those billions in profits for a decade while also getting good numbers on what they can earn by publishing on PlayStation while still selling Xbox consoles and Game Pass subs with CoD.

 

[NinjaScooter]

That makes sense. Why not make CoD and Minecraft exclusive too? Those are their 2 heaviest hitters and would drive Xbox console sales a hell of a lot more than Hi Fi Rush, Redfall, etc. Would it simply piss people off too much and they worry it would poison the brand?

Click to shrink...

Because CoD and Minecraft are two massive service/living games that are already on everything. Making Minecraft or CoD exclusive to Xbox would hurt Minecraft or CoD more than it would help Xbox. In the case of CoD, you also run the risk of creating a void of suddenly an audience of a hundred million+ people no longer having access to Call of Duty and letting something new step in and steal away that marketshare.

 

[Rosebud]

Sony doesn't want gamepass on PlayStation.

Click to shrink...

Maybe, but why MS would want GP on PS if they still make Xbox consoles? There would be no reason to buy one

 

[The_Iceman2288]

13% is high, imagine what it'll be like when COD comes out.

 

[Precious Tritium]

View: https://x.com/welfare_jbp/status/1716913399836315801?s=46

Click to shrink...

I feel this is to be expected since adding Bethesda and this being the quarter with Bethesda's first big release since joining Xbox. Next quarter feels guaranteed to be their biggest ever.

 

[vixolus]

Amy Hood on Guidance for the More Personal Computing/Gaming segment for Q2:
- Includes net impact from Activision Blizzard acquisition.
- Devices revenue decline in mid teens (includes Windows PCs here) as they focus on higher margin areas.
- Revenue growth in mid-high 40s. Includes roughly 35 points of net impact from Activision acquisition. And includes adjusting from 3rd to 1st party for Activision content.
- Xbox Content + Services revenue growth in mid-high 50s, driven by roughly 50 points from the Activision acquisition.

"As we add net impact of Activision.. we continue to expect operating margins to remain flat YoY" (Company wide guidance)

Sounds like they were expecting mid to high single digits revenue growth for Holiday sans Activision.

 

[reksveks]

Mid-high 40% growth... (35% is ABK iirc)

Vixolus beat me to it and in more detail.

 

[NinjaScooter]

Maybe, but why MS would want GP on PS if they still make Xbox consoles? There would be no reason to buy one

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If MS could put GamePass on PlayStation and/or Nintendo consoles they wouldn't need to sell any more xboxes.

 

[Jiraiya]

They're releasing first party (not COD/MC) on another console?

Click to shrink...

They're releasing on other platforms. So they're not keeping they're games on a struggling console. I know you're trying to ask why they aren't releasing on PlayStation…but they've been in this business for how long? They've never needed PlayStation to stick around in their worst years. There's no reason whatsoever they need PlayStation now…especially since they're getting, for the first time, so much oomph from Microsoft pockets to grow.


Phil has stated they are not chasing PlayStation. Like…. Xbox has been spelling this out for years. Why do y'all keep coming back to them going 3rd party with PlayStation.

 

[elenarie]

I'm surprised by ~11 million players for SF given they hit 10 million over a month ago.

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Fiscal remarks are written for the fiscal quarter so this data is on the 30th of September.

 

[MrKlaw]

It seems that Xbox Series won't beat Xbox One. Will it be possible for microsoft to anticipate the next gen console to adress this early hardware slowdown?

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Wasn't there an argument that they stopped releasing games later in Xbox one lifecycle to focus on series but that didn't seem to result in dramatically more games in the launch period

Games just take a long time these days so even mitigation feels like you're standing still

 

[Slaythe]

That makes sense. Why not make CoD and Minecraft exclusive too? Those are their 2 heaviest hitters and would drive Xbox console sales a hell of a lot more than Hi Fi Rush, Redfall, etc. Would it simply piss people off too much and they worry it would poison the brand?

Click to shrink...

Because this is a billion dollars business as is, they're already gonna have to see how it works out with xbox and pc getting it day 1 on gamepass.

The last thing they'd want is jeopardize the moneyflow from switch and PS.

 

[poklane]

If MS could put GamePass on PlayStation and/or Nintendo consoles they wouldn't need to sell any more xboxes.

Click to shrink...

And if they stopped selling Xboxes they'd lose a lot of money from lost 3rd party sales through their store and from people who only buy Gold/Game Pass Core for online play. Not to mention that if Microsoft sells a subscription or game on PlayStation or Nintendo platforms they'd have to give those companies a cut.

 

[The Dave]

If MS could put GamePass on PlayStation and/or Nintendo consoles they wouldn't need to sell any more xboxes.

Click to shrink...

Of course they would. Anywhere between 40 to 60m consoles is a lot

 

[Startropper]

I understand why MS want to move xbox to more of an ecosystem that can be played anywhere.

But what I dont understand is why cant MS do both? Have aggressive bundles and marketing for console while also bringing xbox to more places?

Does it really have to be either-or?

 

[808s & Villainy]

"Non xbox devices"

Like tvs, pc and mobile?

"Fix their declining xbox hardware issues"

What's fix? Be in line with PlayStation and Nintendo? Probably not gonna happen. But we've no idea what their saturation point is yet.

Click to shrink...

Are you pretending to be obtuse or do you honestly not understand that a decline is not a good thing???

 

[asmith906]

That makes sense. Why not make CoD and Minecraft exclusive too? Those are their 2 heaviest hitters and would drive Xbox console sales a hell of a lot more than Hi Fi Rush, Redfall, etc. Would it simply piss people off too much and they worry it would poison the brand?

Click to shrink...

Because CoD and Minecraft make a stupid amount of money. If they had taken Minecraft exclusive they might not even own CoD right now. Xbox problem is they've had a lack of high quality consistent big profile releases. That's why they had to buy these publishers. I can't imagine what Xbox would look like this year if they didn't have Bethesda.

I do feel like they could do more with Minecraft as it pertains to the Series consoles. Why is their no Minecraft/Xbox Series S holiday bundle.

 

[Rosebud]

If MS could put GamePass on PlayStation and/or Nintendo consoles they wouldn't need to sell any more xboxes.

Click to shrink...

Yeah, with all their games AND service in other consoles they would just be a third party publisher. That's why I think it's weird when people say they want that

 

[NinjaScooter]

And if they stopped selling Xboxes they'd lose a lot of money from lost 3rd party sales through their store and from people who only buy Gold/Game Pass Core for online play. Not to mention that if Microsoft sells a subscription or game on PlayStation or Nintendo platforms they'd have to give those companies a cut.

Click to shrink...

True. Im just saying that'd be a huge audience of subscribers for them I think they'd have to do it. Its Nintendo and Sony that I think would have a bigger issue.

 

[ragolliangatan]

I'm surprised by ~11 million players for SF given they hit 10 million over a month ago.

Click to shrink...

the reported figure for Starfield would have aligned with the financial reporting date so Sep 30th.

 

[DuvalDevil]

Amy Hood:
- Revenue up ahead of expectations due to stronger than expected growth in Game Pass subscriptions and first-party content primarily from the Starfield launch.

Click to shrink...

And here we go.

 

[UraMallas]

Amy Hood on Guidance for the More Personal Computing/Gaming segment for Q2:
- Includes net impact from Activision Blizzard acquisition.
- Devices revenue decline in mid teens (includes Windows PCs here) as they focus on higher margin areas.
- Revenue growth in mid-high 40s. Includes roughly 35 points of net impact from Activision acquisition. And includes adjusting from 3rd to 1st party for Activision content.
- Xbox Content + Services revenue growth in mid-high 50s, driven by roughly 50 points from the Activision acquisition.

"As we add net impact of Activision.. we continue to expect operating margins to remain flat YoY" (Company wide guidance)

Sounds like they were expecting mid to high single digits revenue growth for Holiday sans Activision.

Click to shrink...

JESUS 50 points.

 

[Deleted member 158819]

They're releasing on other platforms. So they're not keeping they're games on a struggling console. I know you're trying to ask why they aren't releasing on PlayStation…but they've been in this business for how long? They've never needed PlayStation to stick around in their worst years. There's no reason whatsoever they need PlayStation now…especially since they're getting, for the first time, so much oomph from Microsoft pockets to grow.


Phil has stated they are not chasing PlayStation. Like…. Xbox has been spelling this out for years. Why do y'all keep coming back to them going 3rd party with PlayStation.

Click to shrink...

They struggled hard last gen and shifted to being everywhere like PC and cloud with Game Pass. Since then they've deleted majority of their cloud investment because cloud isn't catching on, Phil has even mentioned that it's just not something mobile users want to play. They've moved their KPIs away from Game Pass after stagnating hard, Xbox has mentioned that it'll always be a side thing to their main business. So I'm sitting here wondering what their actual strategy is especially as they buy massive publishers with little console benefit and other publishers they were looking at (Sega) would've stayed multiplatform as well.

 

[BobLoblaw]

That makes sense. Why not make CoD and Minecraft exclusive too? Those are their 2 heaviest hitters and would drive Xbox console sales a hell of a lot more than Hi Fi Rush, Redfall, etc. Would it simply piss people off too much and they worry it would poison the brand?

Click to shrink...

During the ABK hearing, Microsoft stated that Minecraft is more popular/profitable on Switch and PS. The same could be said about CoD on PlayStation. So why forego millions of dollars each year when you don't have to?

Not you specifically, but people really are having a hard time wrapping their minds around the fact that while consoles sales are important, they aren't the only metric for Microsoft anymore. If they sell 60 million consoles in a generation, but make more money than they ever have, then you can bet they'd be ecstatic.

Would they like to sell more? Of course. But if millions of PC gamers are willing to give them money they wouldn't otherwise get, then that's a win. I'm a PC only gamer and will never own another console, but Microsoft still gets money from me that they otherwise never would.

 

[asmith906]

7.5 billion is starting to look like a bargain for Bethesda

 

[vixolus]

View: https://x.com/Welfare_JBP/status/1716940122946712008?s=20

With that guidance I think that would mean YTD console sales will end up relatively flat for 2022 to 2023